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Home > Institutional Investor > Fundamentun, Llc > Profile

Instuitional Investor - Fundamentun, Llc

Fund Profile
Filing Period:
Fund Name: Fundamentun, Llc
Portfolio Value $2,766,370,786
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 4,248,964 $188,484,067 6.81%
2.
Ishares Trust
 IEF 1,047,978 $172,151,378 6.22%
3.
Wisdomtree Tr
 971,774 $92,921,105 3.36%
4.
Columbia Etf Tr I
 2,139,839 $92,612,235 3.35%
5.
Dimensional Etf Trust
 DFAC 2,069,549 $87,355,701 3.16%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.